Inviting Your Team
Bring teammates into your agency workspace so everyone works from the same client list.
Inviting a member
In the left navigation, open Team & Access (visible to the workspace owner and admins).
Enter their details and choose a role: admin, analyst, or viewer.
Pick which clients they can see, and which modules (Keyword Research, Reports, and so on) they can use.
Roles
- Admin — manages the team within limits: admins can add and manage analysts and viewers (never other admins), and can only grant client access they themselves have.
- Analyst — day-to-day working access to their assigned clients.
- Viewer — strictly read-only, enforced on the server, not just hidden buttons.
The workspace owner sits above all roles and controls everything, including admins.
Access and scoping
Access is scoped two ways: per client (which brands a member sees) and per module (which sections of the product they can use). That's what makes a shared agency workspace safe: an account manager sees their accounts, while admins see the whole portfolio.
Scope by default. Give freelancers and client-side collaborators viewer access to only their own brand. You can always widen access later — un-sharing a portfolio is messier.
Seats and plans
The number of team seats depends on your plan — see Plans & Pricing.